JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.8B
AUM Growth
+$6.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.44B
2
+$268M
3
+$233M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$211M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$152M

Top Sells

1
+$79.3M
2
+$73.6M
3
+$70.3M
4
CRM icon
Salesforce
CRM
+$64.9M
5
FITB icon
Fifth Third Bancorp
FITB
+$60.4M

Sector Composition

1 Technology 17.29%
2 Healthcare 10.08%
3 Financials 7.99%
4 Industrials 6.43%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1.36M ﹤0.01%
3,410
+590
1002
$1.36M ﹤0.01%
64,343
-2,187
1003
$1.36M ﹤0.01%
54,924
+379
1004
$1.36M ﹤0.01%
3,239
+831
1005
$1.36M ﹤0.01%
2,442
+1,040
1006
$1.36M ﹤0.01%
80,351
-14,735
1007
$1.36M ﹤0.01%
28,085
-25,184
1008
$1.35M ﹤0.01%
13,073
+1,221
1009
$1.35M ﹤0.01%
56,772
1010
$1.35M ﹤0.01%
20,196
-344
1011
$1.35M ﹤0.01%
42,052
-65,184
1012
$1.35M ﹤0.01%
75,475
+3,593
1013
$1.34M ﹤0.01%
74,417
-2,354
1014
$1.34M ﹤0.01%
48,540
+22,705
1015
$1.34M ﹤0.01%
30,423
+7,392
1016
$1.34M ﹤0.01%
8,414
+4,068
1017
$1.34M ﹤0.01%
52,824
+5,220
1018
$1.34M ﹤0.01%
29,785
-3,712
1019
$1.33M ﹤0.01%
140,649
-154,109
1020
$1.33M ﹤0.01%
11,757
+774
1021
$1.33M ﹤0.01%
42,072
+3,020
1022
$1.32M ﹤0.01%
11,069
+113
1023
$1.32M ﹤0.01%
24,172
-579
1024
$1.32M ﹤0.01%
9,642
-8
1025
$1.31M ﹤0.01%
8,400
+6,184
39 40
41
42 43